. >> happy you have your san francisco giants gear on. >> that's right. >> world series parade today, some happy times in the middle of all of this upset. >> yes, the giants are big -- sorry, maria? >> i said nice hat. >> thank you, yes it's a big deal up here in northern california, the big parade. i would have loved to have been there. the giants were a bit of a surprise to win the world series but always surprise us on the upside and we're all thrilled and hopefully the 49ers can do it, too. >> brian any surprises for you? october historically tough for the market but this year especially tough. >> remember we're also playing a pare back. you had a 14% run off of the june low. so to see consolidation vis-a-vis the fiscal cliff and election it's no surprise. wells fargo is looking to add to risk assets in the equity markets on pullbacks on the cyclical side, we like consumer discretionary, tech effect, and i think also looking in keeping an eye out in some of the nuances out of the hurricane, for example you look at the home improvement retailers did very well today, the rebuilding